The Semiconductor Parts Shipped Overview

The number of parts shipped yearly offers a quantitative window into the semiconductor industry's scale, diversity, and market behavior.

Behind every chip shipped lies a product decision, a supply chain milestone, and a functional demand, from a simple power switch in a washing machine to a multi-core processor in an AI server.

By understanding what types of parts are shipped, in what volumes, and for which end markets, one can gain insight into both near-term cycles and long-term trends in design, manufacturing, and application.

This edition of newsletter explores the patterns and significance of global semiconductor part shipments, how they have grown over time, what components dominate by volume, where they are used, and how shifts in market demand shape the shipment landscape.

Let us explore this across key areas, from historical trends and part types to market applications, geographic distribution, and the relationship between unit shipments and revenue impact.

Together, these perspectives provide a grounded view of what the semiconductor industry is shipping into the world and what that tells us about where the industry is heading.